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ADVANCED INVESTMENT MANAGEMENT LLC
CRD 289070
1415 PANTHER LN, SUITE 328, NAPLES, FL, 34109, United States
Phone
239-455-1115
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$69.5M
Discretionary AUM
$69.5M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $47.3M |
| High net worth individuals | 24 | $22.2M |
All web addresses on file
Official SEC filing: View on IAPD